Tag: Investments


3 Ways We Help Clients Avoid Financial Elder Abuse

Elder fraud is a very real and growing issue, although accurate statistics are hard to nail down. The majority of cases go unreported or are underreported. For an example, however, last year the SEC reported that in New York, victims’ losses totaled $109 million. The National Council on Aging defines financial exploitation, as “the misuse […]

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Quit Monkeying Around!

In the world of investment management there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio constructed by professional money managers. If this is true, why might it be the […]

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The Benefits of Health Savings Accounts

This article was featured in the Personal Finance section of El Nuevo Herald on Sunday, March 13, 2016. Please find the link to the published article at the bottom of this post. Recently there’s been quite a lot of buzz surrounding Health Savings Accounts or “HSA” and rightfully so.  With the increased cost of health […]

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